See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,457 | $109,413+8.3% | $156,263-24.2% | $84,808+39.7% |
| Participation rate | 66.7% | 72.7%-6.0pp | 78.9%-12.2pp | 68.3%-1.6pp |
| Annual return | 13.37% | 20.18%-6.8pp | 59.47%-46.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,748 | $2,907-5.5% | $4,333-36.6% | $2,631+4.5% |
| Participant deferral / active EE | $6,933 | $4,590+51.0% | $6,158+12.6% | $4,212+64.6% |
| Admin fee / account holder | $62,449 | $9,357+567.4% | $14,255+338.1% | $7,344+750.4% |